Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BARRETT BUSINESS SERVICES INCBBSI · Entity 5097 | Director · President & CEO | February 26, 2020 | February 29, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BARRETT BUSINESS SERVICES INC
Report date February 26, 2020 · Filed February 29, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 125,047 |
Reported balance
After 2020-02-26 transaction · row 1
1 source rowRow 1 · 2020-02-26 · Tax withholding · Disposed 2,441 · Balance 125,047 F1: Reflects the number of shares withheld for taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the number of shares withheld for taxes.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 03, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,323 | $57.65 | $76,270.95 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · nonDerivative · entry 11 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,899 Read SEC document |
| July 03, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | SaleCommon Stock | 730 | $57.65 | $42,084.50 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · nonDerivative · entry 9 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,222 Read SEC document |
| July 03, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,323 | $57.65 | $76,270.95 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · nonDerivative · entry 8 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,952 Read SEC document |
| July 03, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | SaleCommon Stock | 730 | $57.65 | $42,084.50 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · nonDerivative · entry 6 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,275 Read SEC document |
| July 03, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,323 | $57.65 | $76,270.95 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · nonDerivative · entry 5 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,005 Read SEC document |
| July 03, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | SaleCommon Stock | 1,460 | $57.65 | $84,169.00 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · nonDerivative · entry 3 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,328 Read SEC document |
| July 03, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 2,645 | $57.65 | $152,484.25 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · nonDerivative · entry 2 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,788 Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035825 · v470389_4.xml · derivative · entry 13 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The Restricted Stock Units vested in four equal annual installments beginning July 1, 2014. F6 · derivative.expiration_date: The Restricted Stock Units vested in four equal annual installments beginning July 1, 2014. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035825 · v470389_4.xml · derivative · entry 12 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2015, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F5 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2015, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035825 · v470389_4.xml · derivative · entry 11 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2016, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F4 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2016, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035825 · v470389_4.xml · derivative · entry 10 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2017, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F3 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2017, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 17,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035825 · v470389_4.xml · derivative · entry 9 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,804 Underlying: Common Stock · 17,804 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2018, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2018, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035825 · v470389_4.xml · nonDerivative · entry 7 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,222 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035825 · v470389_4.xml · nonDerivative · entry 5 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,275 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035825 · v470389_4.xml · nonDerivative · entry 3 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,328 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035825 · v470389_4.xml · nonDerivative · entry 1 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,433 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · derivative · entry 17 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The Restricted Stock Units vested in four equal annual installments beginning July 1, 2014. F6 · derivative.expiration_date: The Restricted Stock Units vested in four equal annual installments beginning July 1, 2014. Read SEC document |
| July 01, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · derivative · entry 16 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2015, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F5 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2015, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · derivative · entry 15 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2016, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F4 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2016, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · derivative · entry 14 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2017, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F3 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2017, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 17,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · derivative · entry 13 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,804 Underlying: Common Stock · 17,804 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2018, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning July 1, 2018, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · nonDerivative · entry 10 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,222 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · nonDerivative · entry 7 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,275 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · nonDerivative · entry 4 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,328 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2017 Filed Aug 18, 2017 00:20 UTC Amendment | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-043976 · v473628_4a.xml · nonDerivative · entry 1 Elich Michael L · CIK 0001327247 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,433 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.